How do I work with my team in Claro? (Collaborating in Claro, Team Collaboration)

Collaborating in Claro

It’s easy for you to work with other team members in Claro. Here are some tips on how to work together, better.

If you’d like to see a video tutorial on this process, see Team collaboration in Claro:

Invite another author to work in Claro with you

When you’re in a Claro trial period or you have account permissions to do so, you can invite as many of your colleagues to Claro as you need.

Use the Invite Users option under the User Account menu. Simply add their email addresses. Click the Author role and send them an email invitation to join Claro. They’ll be able to create new courses or work on one of yours right along with you.

Work together on a course

Claro helps keep course content and media organized. Security and permissions features ensure changes are controlled and tracked. Assign a course to other authors when you want them to collaborate on it.

You need to check out any content you want to edit or change. Other topics in the course that are checked in can be checked out by your teammates. When working on a course at the same time, you may need to Refresh the structure once in a while to see when your partner is finished.

If your teammate has content checked out, you’ll see a green object plus a lock icon. Click the topic name (or move the pointer over it) to see who has it checked out.

If you select a topic checked out by someone else, you’ll automatically see it in Preview mode, so you can test-run any page right as your teammate is building it!

When you check in a topic, add a comment noting what you changed. This helps the team track progress.

Media and tagging for search ability

Use common standards for describing and tagging media in the Media Library or have a designer tag media as they upload it in a batch (a zip file). This makes searching and browsing easier for everyone.

Images uploaded to the Media Library remain there as originals and may not be modified (they can be deleted only if they are not used in courses). This means authors can insert them onto a course page and then edit them using the Image Editor. A modified image copy is created in the Media Library. This copy can also be described and tagged for re-use.

Want to see where else an asset has been used? Double-click it on a page to open Properties and click the Asset Details tab. Click Usage to see a list of courses and pages the asset is on.

Use the Page Notes feature

Leave storyboard information or tasks for your colleague using the Page Notes feature, available on the View tab. Just type in what the page needs to do, or what images need to be added – anything that you need to explain about the page.

You can view all the Page Notes in a course quickly and even Save them as a document if you want. For more information, see Add Page Notes.

Invite a reviewer

Send a colleague an invitation as a Reviewer. Under the Application Menu, select the Current Course option then the Assign Reviewers option to select who needs to review the course.

On the Review tab, select the Set Review button. When your reviewers log in, they’ll be able to run the course and use the Feedback button on the top navigation bar to add comments about what they see. Reviewers can see notes added by others to the page, so there is less likelihood of duplicated effort.

Once the review period is done, check the Reviewer Notes. As you work through the notes, close them as you complete each issue.

You can also export all of the Reviewer Notes for a course from the Current Course option in the Application Menu.